Ackerman Asset Management
Latest statistics and disclosures from Ackerman Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, OEF, SPY, IWB, JPST, and represent 75.08% of Ackerman Asset Management's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$5.8M), JPST, XLK, AXON, MSFT, LLY, AGG, ETHA, WTM, HD.
- Started 6 new stock positions in LLY, WTM, AXON, AGG, MSFT, ETHA.
- Reduced shares in these 9 stocks: BMNR, IVV, SGOV, QQQ, SPY, OEF, ICSH, EWG, FLGB.
- Sold out of its position in BMNR.
- Ackerman Asset Management was a net buyer of stock by $8.3M.
- Ackerman Asset Management has $150M in assets under management (AUM), dropping by 7.67%.
- Central Index Key (CIK): 0002067071
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Portfolio Holdings for Ackerman Asset Management
Ackerman Asset Management holds 33 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 37.5 | $56M | 82k | 684.94 |
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| Ishares Tr S&p 100 Etf (OEF) | 20.2 | $30M | 89k | 342.97 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.0 | $11M | 15k | 681.93 |
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| Ishares Tr Rus 1000 Etf (IWB) | 5.5 | $8.2M | 22k | 373.44 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 4.9 | $7.4M | +12% | 146k | 50.59 |
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| Apple (AAPL) | 4.8 | $7.2M | +410% | 27k | 271.86 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.7 | $7.1M | 12k | 614.31 |
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| Ishares Tr Russell 2000 Etf (IWM) | 3.4 | $5.2M | 21k | 246.16 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 3.2 | $4.8M | 81k | 59.28 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.0 | $2.9M | -3% | 29k | 100.38 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 1.0 | $1.4M | +100% | 10k | 143.97 |
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| Capital Bancorp (CBNK) | 0.6 | $906k | 32k | 28.17 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $793k | 1.3k | 627.13 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.5 | $768k | 3.6k | 214.69 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.4 | $606k | 12k | 50.58 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $522k | 1.4k | 386.85 |
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| Ark Etf Tr Israel Inovate (IZRL) | 0.3 | $518k | 17k | 29.89 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $479k | +21% | 953.00 | 502.65 |
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| Vaneck Etf Trust Israel Etf (ISRA) | 0.3 | $400k | 6.8k | 58.80 |
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| Axon Enterprise (AXON) | 0.3 | $386k | NEW | 680.00 | 567.93 |
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| Home Depot (HD) | 0.2 | $366k | +38% | 1.1k | 344.10 |
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| Marriott Intl Cl A (MAR) | 0.2 | $363k | 1.2k | 310.24 |
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| Ishares Msci Germany Etf (EWG) | 0.2 | $299k | 7.0k | 42.50 |
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| Microsoft Corporation (MSFT) | 0.2 | $276k | NEW | 571.00 | 483.62 |
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| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.2 | $260k | 7.7k | 33.75 |
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| Eli Lilly & Co. (LLY) | 0.2 | $257k | NEW | 239.00 | 1074.68 |
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| Ishares Msci Netherl Etf (EWN) | 0.2 | $255k | 4.5k | 57.03 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $248k | NEW | 2.5k | 99.88 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $238k | 709.00 | 335.27 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.2 | $232k | NEW | 10k | 22.43 |
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| Cohen & Steers infrastucture Fund (UTF) | 0.2 | $229k | 9.5k | 24.11 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $220k | 1.2k | 177.75 |
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| White Mountains Insurance Gp (WTM) | 0.1 | $208k | NEW | 100.00 | 2078.03 |
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Past Filings by Ackerman Asset Management
SEC 13F filings are viewable for Ackerman Asset Management going back to 2025
- Ackerman Asset Management 2025 Q4 filed Feb. 13, 2026
- Ackerman Asset Management 2025 Q3 filed Nov. 13, 2025
- Ackerman Asset Management 2025 Q2 filed Aug. 14, 2025
- Ackerman Asset Management 2025 Q1 filed May 8, 2025